NASDAQ$PLTR

Palantir Technologies Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Palantir reported a revenue growth of 27% year-over-year and raised full year revenue guidance.

Palantir's Q2 2024 earnings showcased strong growth with a 27% year-over-year revenue increase to $678 million. The company achieved a record GAAP EPS of $0.06 and raised its full-year revenue guidance, indicating continued positive momentum.

  • Revenue grew 27% year-over-year to $678 million.
  • US commercial revenue increased by 55% year-over-year.
  • GAAP net income was $134 million, representing a 20% margin.
  • GAAP earnings per share (EPS) grew 500% year-over-year to $0.06.

Headline financials

Total Revenue

$678M

Previous: $533M+27.2%
EPS

$0.06

Previous: $0.05+20.0%
Capital Expenditures

-$5.54M

Previous: -$8.69M+36.2%
Free Cash Flow

$129M

Previous: $19.4M+561.5%
Net Income

$134M

Previous: $28.1M+376.9%
Operating Income

$105M

Previous: $10.1M+945.7%
Gross Profit

$550M

Previous: $426M+28.9%
R&D Expense

$109M

No prior period
Stock-Based Comp

$142M

Previous: $114M+24.1%

Revenue & EPS history

Palantir · Revenue · Quarterly

$678M

Q2 2024+27.2%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Palantir anticipates revenue between $697 - $701 million and adjusted income from operations between $233 - $237 million for Q3 2024. For the full year 2024, the company raises revenue guidance to between $2.742 - $2.750 billion and US commercial revenue guidance to in excess of $672 million.

Tailwinds

  • Revenue of between $697 - $701 million is expected for Q3 2024.
  • Adjusted income from operations of between $233 - $237 million is expected for Q3 2024.
  • Full year 2024 revenue guidance is raised to between $2.742 - $2.750 billion.
  • US commercial revenue guidance is raised to in excess of $672 million, representing a growth rate of at least 47%.
  • Adjusted income from operations guidance is raised to between $966 - $974 million for the full year 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+2.3%

Avg return

Earnings day

+6.3%

Avg return

5 days after

+16.4%

Avg return

30 days after

54%

15 / 28 earnings

Positive

+28.9%

Q1 2023

Best reaction

-23.1%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-8.6%-5.6%-3.3%
Q4 2025+6.8%-8.0%+3.3%
Q3 2025-7.9%-14.1%-14.1%
Q2 2025+7.8%+16.4%-2.8%
Q1 2025-12.0%-5.2%-3.1%
Q4 2024+24.0%+32.4%-3.9%
Q3 2024+22.0%+39.3%+66.6%
Q2 2024+7.5%+21.3%+23.6%
Q1 2024-8.3%-11.7%-1.6%
Q4 2023+28.5%+43.2%+53.7%
Q3 2023+26.6%+26.0%+35.9%
Q2 2023-6.4%-15.3%-15.9%
Q1 2023+28.9%+28.2%+98.2%
Q4 2022+22.8%+22.5%+5.2%
Q3 2022-9.1%+6.1%-10.8%
Q2 2022-19.2%-13.4%-35.5%
Q1 2022-23.1%-12.0%-3.2%
Q4 2021-21.1%-25.0%-8.2%
Q3 2021-15.8%-14.7%-28.2%
Q2 2020+11.4%+3.5%+19.8%
Q2 2021+11.4%+7.2%+17.6%
Q1 2020-9.1%+1.2%+22.1%
Q1 2021+2.3%+8.7%+30.7%
Q4 2018+3.5%-1.5%-5.8%
Q4 2020-15.1%-9.1%-24.9%
Q4 2019+9.3%+22.8%+86.6%
Q3 2019+9.3%+22.8%+86.6%
Q3 2020-1.0%+11.8%+70.4%
Q2 2019
Q1 2019

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